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Christopher Powers, AEP®, CFP®, ChFC®
Financial Advisor
Phone: (210) 918-8967
For over 10 years, Chris Powers has been dedicated to helping clients with the accumulation and preservation of wealth through highly customized investment solutions, estate planning and retirement strategies. Identifying financial goals, developing a strategy, and most importantly executing a strategy is a difficult process. Chris helps clients through the process by educating them to a point where the decisions are not as complicated and then assists them in implementing strategies based on their needs. Along the way, Chris helps his clients take action to make sure their loved ones are protected as well. Chris is an Accredited Estate Planner which means that he has advanced competency in helping clients in the area of estate planning. This includes personalized estate planning techniques such as estate tax minimization strategies, wealth transfer techniques and charitable estate strategies for corporations, partnerships and limited liability companies. Chris encourages the team concept of estate planning and will collaborate with other professional advisors of his clients in order to provide a comprehensive approach with respect to the client’s estate plan. In order to keep current on financial products, tax laws, and other legislation that can impact clients, Chris maintains a commitment to continuing education. He holds both the Certified Financial Planner™ Professional® (CFP®) and the Chartered Financial Consultant ® (ChFC®) Designations which are awarded only to financial advisors who meet requirements established by the CFP® Board of Standards and the American College. Such requirements include requisite experience, continuing education and the highest ethical standards in the industry. In order to facilitate the financial needs of his clients, Chris holds the Series 6, 7, 63, and 65 Securities Registrations. Chris is a Registered Representative and an Investment Advisor Representative with Securian Financial Services Inc, member FINRA/SIPC. Professional Philosophy: My primary goal is to help my clients and their family in preserving the lifestyles they have created and the dreams they have for their future. 
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4001 MacArthur Blvd., 3rd Floor Phone: |
Tax & Financial Group is independently operated, and offers its own suite of products and services entirely independent of Securian.
Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Tax & Financial Group, 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA, 92660
(949) 223-8100 or Toll Free (800) 373-2177
Copyright 2012 Tax & Financial Group, Securian Financial Network. All Rights Reserved.